Sign at least one new colocation customer by Q4 earnings
Company: Core Scientific
What the later record shows
The date slipped
In the Q4 FY2025 deck (numbers as of March 2, 2026), total leased power was still ~590 MW. That equals the existing CoreWeave contracts and still held in May 2026, so no new colocation customer appears to have been signed by Q4 earnings.
“Total leased power ~590 MW Auburn, AL Leasable power: ~30MW Leasable power ~805 MW 5 Bold and underlined numbers indicate updates to leasable power disclosed on October 30, 2025”
2026-03-02 · Fourth Quarter Fiscal Year 2025 Earnings Presentation View cached copy (2026-09-26)Live source ↗Archive.org ↗
“customer leasable power potential, including anticipated behind-the-meter power *Does not include ~590 MW of already contracted power”
2026-05-05 · core-scientific 8-K exhibit (q1fy26earningsdeck.htm) View cached copy (2026-09-08)Live source ↗
Checked October 16, 2026 against filings, releases and reporting published after the claim was made. Quotes are verbatim from the linked documents.
The claim, verbatim
Core Scientific expects to sign at least one new colocation customer by its Q4 earnings report.
Source (primary)
Investor Conference Call Presentation (IR page (investors.corescientific.com), ir_presentation)
View cached copy (2026-10-16)Live source ↗Archive.org ↗
Quote: “What to expect by Q4 earnings ... Signing of at least one new colocation customer”
How we checked this
Checked on October 17, 2026. The cited source supports every part of this claim.
This item appears under the slide titled 'What to expect by Q4 earnings'.
Confirmed in the source:
- Core Scientific expects to sign at least one new colocation customer by its Q4 earnings
What we did: Read our cached copy of IR page (investors.corescientific.com) (https://d1io3yog0oux5.cloudfront.net/_b76ddaa46c59e7a64138659274ff5f32/corescientific/db/1066/11263/pdf/Core+Scientific+Investor+Update+Presentation+FINAL.pdf) in full (11,378 characters, retrieved October 16, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms Investor Conference Call Presentation
Quote: “What to expect by Q4 earnings ... Signing of at least one new colocation customer”
delays core-scientific 8-K exhibit (q1fy26earningsdeck.htm)
Quote: “customer leasable power potential, including anticipated behind-the-meter power *Does not include ~590 MW of already contracted power”
delays Fourth Quarter Fiscal Year 2025 Earnings Presentation
Quote: “Total leased power ~590 MW Auburn, AL Leasable power: ~30MW Leasable power ~805 MW 5 Bold and underlined numbers indicate updates to leasable power disclosed on October 30, 2025”